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Posted

Exited Meta and will add proceeds to current holdings or maybe a new position into Texas Instruments i am researching ATM

Posted

Added a small bit to HHC at 74. Not thrilled about having to deal with crummy management now, but very keen on being a pre IPO investor in Ackman Enteprises. 

Posted

Bough a little more Nintendo this morning brining it to a 5% position. Added a little bit to DFIN yesterday and sold a few $40 puts on CASH. 

Posted

WFC-L. ~6.6% yield that might as well be a perpetuity. Will hold for a long time or sell if rates plunge in future and these go back to ~$1300+ again.

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